Why the Smart Money Is Selling AI Stocks | Kevin Muir

Kevin Muir, author of The MacroTourist newsletter, believes investors may be missing one of the biggest shifts happening beneath the surface of today's market. As SpaceX prepares for a historic insider share unlock, Kevin explains why a wave of new equity supply, insider selling, and elevated AI expectations could create risks that many investors aren't pricing in. He also shares why being bullish on artificial intelligence doesn't necessarily mean buying the companies building it—and why history suggests transformational technologies often become poor investments at peak enthusiasm.

In this conversation with Maggie Lake, Kevin breaks down:

-Why the SpaceX share unlock matters

-What insider selling may be signaling

-Why AI valuations worry him

-Lessons from the dot-com bubble

-Where investors may find better opportunities

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